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About the role
Key responsibilities & impact- Leading and executing financial assessments and delivering final work products to the client.
- Partnering with client and relevant stakeholders to analyze and redesign chart of accounts.
- Liaising with client stakeholders and Aprio team members.
- Serving as a subject matter expert for complex accounting matters, providing guidance to both clients and Aprio team members.
- Identifying and implementing process improvement opportunities across all finance department areas.
- Identifying gaps in financial policies and improving policies and procedures tailored to the client’s needs.
- Directing and overseeing weekly accounting activities, month- and year-end close, and financial reporting processes.
- Leading, mentoring, and developing Aprio team members.
- Promoting a culture of collaboration, accountability, and continuous improvement.
- Collaborating with internal and external partners supporting client needs, including auditors, tax advisors, and other advisors.
- Supporting business development initiatives through relationship building, participation in networking events, identifying sales opportunities within existing and prospective clients, and collaborating with firm leadership to drive growth in the Technology CAS practice.
Requirements
What you’ll need- 10+ years of accounting experience, including demonstrated experience with GAAP for technology companies.
- Bachelor's degree in accounting or equivalent.
- CPA or equivalent professional credential preferred.
- Experience with QuickBooks Online, Xero, NetSuite, and Ramp preferred.
- Ability to autonomously plan, lead, and manage client engagements, and monitor staff deliverables relative to the engagement scope of work.
- Ability to autonomously plan, lead, and own multiple client deadlines and prioritize workloads for both client and Aprio team members.
- Exceptional verbal and written communication skills with the ability to build trust and confidence with professionals at all levels, both within the client organization and Aprio.
- Demonstrated knowledge and experience with various types of systems and related integrations including accounting, financial reporting, budgeting, customer relationship management, development, and enterprise resource planning.
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
GAAPfinancial reportingaccountingprocess improvementbudgetingfinancial assessmentschart of accounts redesignmonth-end closeyear-end closeclient engagement management
Soft Skills
leadershipmentoringcollaborationaccountabilitycommunicationrelationship buildingtrust buildingautonomyprioritizationcontinuous improvement
Certifications
CPABachelor's degree in accounting